Client Associate - Part Time

Full job description

United States - New Jersey

Finance

Global Wealth Management

Job Reference #

328082BR

City

Princeton

Job Type

Part Time

Your role

Are you truly service oriented? Do you know how to take care of people?

We’re looking for a [job title] to:

keep management systems up-to-date with client information

educate clients on account services and capabilities

help with the preparation of reports and other materials for client meetings

collect the right documentation for opening new accounts and service requests

plan team marketing events and maintain marketing materials

provide the team with a detailed calendar of activities

Detailed salary information:

Princeton: the salary range for this role is $70000 to $76000

The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Your team

You’ll be working in the [team name] team in [Location]. We provide [benefits or gains]. This benefits our [customer or client segment]. As a [job title], you’ll play an important role in [benefit or gain or mandate].

Your expertise

series 7 and 66 licenses (for registered CSAs only)

ideally [range/number] years of experience in client service, within the finance sector

[bachelor degree preferred], focusing on [insert subject]

excellent communicator, with solid interpersonal skills

detail oriented (nothing gets past you)

proficient in Microsoft Office Suite

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Salary information

US Only: The expected salary range for this role is $70000 to $76000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.